Transamerica Financial Advisors’s SmartFinancial SMBK Stock Holding History

Transamerica Financial Advisors’s Portfolio SMBK Stock Details SMBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$802	Buy	+17	New	+$722	﹤0.01%	1555

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Transamerica Financial Advisors's SMBK Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in SmartFinancial (SMBK) in Q2 2026: 17 shares worth $802. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings.

185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Transamerica Financial Advisors held 17 shares of SmartFinancial worth $802 as of Q2 2026.
SmartFinancial was a new Transamerica Financial Advisors position in Q2 2026.
SmartFinancial made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1555 holding.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.